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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judson? Claim Your ProfileJudson Grimshaw is an Investment Advisor Representative with The Colony Group, LLC and has been in the industry since 2018. Judson is licensed to offer investment advice in Missouri. Judson obtained his Series 65 license in 2020. Judson previously worked at Buckingham Strategic Wealth, LLC in Clayton, MO. Judson is based in Boston, MA and has a specialization in Retirement Planning, Estate Planning, Investment Management, Education Planning, Insurance Planning, and Tax Planning. The Colony Group, LLC has a national footprint with offices in Boston, MA, St. Louis, MO, and other locations. The Colony Group, LLC focuses on providing wealth management services to individuals and families, as well as charitable organizations, corporations, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MO
07/01/2024 - Present
THE Colony Group, LLC (ST LOUIS MO)
IA
Issued 07/31/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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